Darrow Wealth Management

OCTOBER 21, 2024

Here’s more on what happens to employees with equity after a merger, acquisition, or sale of a company. Cancel underwater vested grants Regardless of the deal terms, there’s still a risk that vested stock options could get cancelled in an acquisition or sale. What happens to my stock in an acquisition? terms of the deal).

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Wealth Management Taxes Planning Media 116

Carson Wealth

NOVEMBER 14, 2023

Sharing his perspective on the partnership, wealth advisor, G.C. Lewis, CFP ® stated, “As technology changes, we want to ensure we stay at the forefront for our clients. The addition of advisors like Paul and G.C.

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Financial Services Clients Wealth Advisor CFP 52

Darrow Wealth Management

SEPTEMBER 7, 2023

Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise. That said, tax planning moves done in advance can also easily be negated by a sales plan that’s too bullish. Most companies go public at their highest historical valuation.

Wealth Management 85

Wealth Management Taxes Tax Planning Valuation 85

Darrow Wealth Management

FEBRUARY 24, 2025

6 Tax Strategies for Incentive Stock Options and AMT At sale When you sell, it’s a taxable event as either a qualifying or disqualifying disposition. If you meet both holding requirements, the entire spread between the sale price and the exercise price is taxed at long-term capital gains tax rates.

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Taxes Startup Wealth Management Valuation 60

Sara Grillo

AUGUST 14, 2023

The standard, however, is often used haphazardly, invoked as a sales tool by dual-registered advisors who want to virtue signal, only to be abandoned in a legal context by those same advisors who backpedal into being “just a salesperson.” Let’s talk about it. Scott graduated from the University at Buffalo, earning a B.A.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Darrow Wealth Management

JULY 30, 2024

The decision to make an 83(b) election is just one piece of a complex puzzle that should be considered and discussed with your personal financial and tax advisors. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

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Taxes Tax Planning Startup Valuation 52

Sara Grillo

DECEMBER 12, 2022

I don’t care what that sales rep is making. A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Who cares?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Pacifica Wealth

JUNE 1, 2023

Are you anticipating a Sudden Wealth windfall? Robert was recently featured on the CFP® website with advice on financially managing sudden wealth, whether from an inheritance, business sale, lawsuit settlement, or stock options. See an excerpt from his article below, and read the full article on the CFP® website.

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CFP Management Wealth Advisor Accounting 52

Darrow Wealth Management

NOVEMBER 5, 2024

Video: Qualified Small Business Stock (QSBS) Explained QSBS tax benefits: excluding capital gains taxes If you have Section 1202 shares, the gain you’re able to exclude from federal long term capital gains tax at sale depends on your gain and the date the stock was acquired. Each taxpayer will have their own $10M/10x limits).

Taxes 71

Taxes Wealth Management Tax Planning Assets 71

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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CFP Financial Advisor Financial Planner Ethics 59

Darrow Wealth Management

NOVEMBER 7, 2024

Exercise strategy: Timing: Consider the tax implications of exercising vested options before or after the IPO, timing of sales, and tax planning opportunities. Sales and trading plan: Taking profits: Once the lockup period ends, consider diversifying your holdings to reduce risk. This is often done by withholding cash or shares.

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Taxes Wealth Management Wealth Advisor Tax Planning 98